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Portfolio (Quarterly) Guide ↗

Ponta Wealth Partners, LLC

· CIK 0002107740
13F Portfolio $187M AUM 199 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 66 New 106 Added 10 Reduced 5 Exited
Page 2 of 10  ·  199 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XOM EXXON MOBIL CORP Energy 13,217.0 $1.8M 0.97% +1K +12.5% $136.72 +14.6%
22 LRCX LAM RESEARCH CORP Technology 3,933.0 $1.7M 0.91% +804.0 +25.7% $433.33 -30.3%
23 IWS ISHARES TR 9,650.0 $1.6M 0.85% $164.60 +3.7%
24 VTV VANGUARD INDEX FDS 6,936.0 $1.5M 0.81% $217.93 +3.4%
25 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,487.0 $1.4M 0.74% +136.0 +10.1% $935.47 +1.1%
26 WMT WALMART INC Consumer Defensive 12,239.0 $1.4M 0.74% +3K +34.5% $113.26 -9.0%
27 TSLA TESLA INC Consumer Cyclical 3,133.0 $1.3M 0.70% +746.0 +31.2% $420.60 -17.1%
28 META META PLATFORMS INC Communication Services 2,308.0 $1.3M 0.70% -2K -41.1% $563.29 +2.6%
29 PMAY INNOVATOR ETFS TRUST 30,280.0 $1.3M 0.67% NEW $41.30 +2.1%
30 PH PARKER-HANNIFIN CORP Industrials 1,269.0 $1.2M 0.66% +57.0 +4.7% $978.12 +1.7%
31 INTC INTEL CORP Technology 8,748.0 $1.2M 0.65% NEW $139.63 -35.9%
32 PLTR PALANTIR TECHNOLOGIES INC Technology 10,246.0 $1.2M 0.64% +388.0 +3.9% $116.67 +59.7%
33 DFSV DIMENSIONAL ETF TRUST 30,712.0 $1.2M 0.64% +4K +16.2% $38.79 +3.0%
34 AMAT APPLIED MATLS INC Technology 1,643.0 $1.2M 0.64% +393.0 +31.4% $723.00 -36.1%
35 GS GOLDMAN SACHS GROUP INC Financial Services 1,082.0 $1.1M 0.58% +336.0 +45.0% $1011.37 +2.2%
36 VBK VANGUARD INDEX FDS 2,968.0 $1.1M 0.58% +1K +96.4% $365.70 -3.8%
37 ETN EATON CORP PLC Industrials 2,510.0 $1.1M 0.57% +209.0 +9.1% $426.12 -5.5%
38 DE DEERE & CO Industrials 1,677.0 $1.1M 0.57% +133.0 +8.6% $634.33 -0.6%
39 TJX TJX COS INC NEW Consumer Cyclical 6,728.0 $1.0M 0.55% +780.0 +13.1% $151.50 -10.8%
40 CAT CATERPILLAR INC Industrials 942.0 $1.0M 0.54% +277.0 +41.6% $1064.90 -24.9%
Page 2 of 10  ·  199 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 44.5%
Financial Services 15.3%
Industrials 9.0%
Consumer Cyclical 7.7%
Healthcare 7.0%
Communication Services 5.4%
Consumer Defensive 4.1%
Energy 3.7%
Utilities 1.9%
Basic Materials 1.2%